Avantax-Planning-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-29
Total Holdings
431
Total Value
2824731023
Accession Number
0001085146-25-002418
Form Type
13F-HR
Manager Name
Avantax-Planning-Partners
Data Enrichment
74% identified
318 identified113 unidentified

Holdings

431 positions • $2.8B total value
Manager:
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Page 8 of 22
GENUINE PARTS CO
Shares:14.2K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$2.8B)
ALLIANT ENERGY CORP
Shares:26.1K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$2.8B)
LINDE PLC
Shares:3.5K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$2.8B)
25434V724
Shares:37.5K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.8B)
921946794
Shares:20.9K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.8B)
WESBANCO INC
Shares:48.5K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.8B)
464287408
Shares:7.6K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.8B)
Alphabet Inc.
Shares:9.2K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.8B)
46432F834
Shares:20.3K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.8B)
NETFLIX INC
Shares:1.5K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$2.8B)
464288802
Shares:12.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$2.8B)
78464A763
Shares:10.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$2.8B)
PRUDENTIAL FINANCIAL INC
Shares:12.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$2.8B)
46436E858
Shares:59.9K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$2.8B)
464287655
Shares:6.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$2.8B)
ROCKWELL AUTOMATION, INC
Shares:5.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$2.8B)
46436E866
Shares:57.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$2.8B)
TARGET CORP
Shares:12.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
46432F388
Shares:12.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
Shares:9.0K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)